Date: Wednesday, October 21
Time: Noon CT
Many of the most impactful strategies for affluent families have year-end deadlines. Often, decisions in one area of your financial life ripple into others, potentially amplifying or undermining your outcomes.
The families who benefit most heading into a new year are those who sequence these moves proactively and collectively.
Join Creative Planning for a webinar on why timing and coordination drive better year-end outcomes.
We’ll discuss:
- Estate planning – Why certain gifting and trust strategies become more urgent and valuable as December 31 approaches
- Retirement planning – How contribution timing, conversion decisions and distribution requirements interact with your current-year tax position
- Charitable giving – Why when and what you give can matter as much as the amount
- Investment management – How year-end portfolio decisions affect what you keep and owe
- Real estate – Why property transactions have planning windows that demand advance preparation
At Creative Planning, we help affluent families coordinate time-sensitive strategies within their broader financial plan. This session is for those who want to make the most of their opportunities before year-end.
Please let us know if you would like to have a conversation with us. Email the Women’s Forum with any questions at womensforum@creativeplanning.com!
